Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do You Really Need to Buy a House?

By Jake Elm, CFP® , Financial Advisor

I was in Disneyland this past week with my family, so I didn’t have time to write something new. However,...
Topics: Real Estate

What Was The Best Investment in 2025?

By Jake Elm, CFP® , Financial Advisor

Each year, Ben Carlson updates his asset allocation quilt chart, detailing the performance of different market segments from the previous...
Topics: Investing

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...
Topics: Benchmarks

Do Trump Accounts Stink?

By Jake Elm, CFP® , Financial Advisor

This is a text I got from a friend a few days ago: “Jake, write an article next week on...
Topics: Finance 101, Investing

Dentist Financial Benchmarks: A Reality Check on Your Numbers

If you've ever wondered whether you're "on track" financially, Dentist Advisors has analyzed financial data from hundreds of dentists nationwide...
Topics: Benchmarks, CE, Tracking Progress

Should You Invest in 2026?

By Jake Elm, CFP®, Financial Advisor

Happy New Year! I hope all of your goals and resolutions are off to a strong start. via GIPHY Before...
Topics: Investing, Market

What I’m Into – Best of 2025

By Jake Elm, CFP® , Financial Advisor

It’s the moment you’ve all been waiting for. In what has become a fun tradition for me, I’m ready to...
Topics: Work Life Balance

Is Inflation Ruining Our Lives?

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...
Topics: Economy, Finance 101

A Decade of The Dentist Money Show: 10 Principles That Still Matter

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the...
Topics: Finance 101

The 3 Types of Investment Accounts

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...
Topics: Retirement Plans

Is Gen Z Doomed?

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...
Topics: Behavioral Finance, Early Career